Brent Johnson: Expect a terrifying DRAWDOWN before YEAR-END when the DOLLAR rises
Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory, lays out why a stronger U.S. dollar could trigger a global financial crisis before the end of the year. He explains why the dollar can only fall if the U.S. allows it, how rising rates and geopolitical fragmentation are setting the stage for a major liquidity event, and why most investors are completely unprepared. We also cover: – The coming terrifying drawdown and how to position for it – Why Trump’s America First policies are breaking the rules-based order – How a yen + dollar carry trade unwind could freeze…
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